Menu
» Charity
People Who Inherit Wealth Less Likely to Donate It
February 29th, 2016
A recent study on the differences in charitable giving between the self-made wealthy and those that inherit wealth could have estate planning implications. A few years ago Bill Gates proclaimed that the first-generation wealthy are more generous to c…
Read More
Read More
Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Family Business, Succession, Trust Funding, Weblogs, Will
Charitable IRA Tax Break Made Permanent
January 7th, 2016
The 2006 IRA charitable rollover exclusion was a popular tax break for wealthy elderly people and the charities to which they donate. It has been made permanent. Seniors trying to spend down the size of an estate for estate tax purposes often find it…
Read More
Read More
Have a Favorite Charity? Consider an Endowment
November 23rd, 2015
It is not easy for nonprofit organizations to secure new funding sources every year. When a regular donor passes away, the organization is often left with a desperate need to replace the funding. If you want to avoid this happening to your favorite c…
Read More
Read More
Categories: Aging Issues, Charitable Giving, Current Affairs, Estate Planning, Succession, Trust Funding, Weblogs, Will
Editor's Watergate Papers Donated to University
June 19th, 2015
Watergate continues to be perhaps the most important political scandal in United States history. Now, the papers of the reporters and the editor who broke the story will all be housed in the same place thanks to an estate donation. Ben Bradlee was th…
Read More
Read More